Filed March 6, 2024 (most recent of 3 filings on file)
Total covered: 4 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.8 years Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Contract Administrator | $14,203 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,596 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,182 | $138,347-9.5% | $184,203-32.0% | $80,856+54.8% |
| Participation rate | 88.2% | 83.9%+4.3pp | 86.8%+1.4pp | 67.6%+20.5pp |
| Annual return | 16.71% | 20.02%-3.3pp | 28.81%-12.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,527 | $4,850-68.5% | $6,427-76.2% | $2,755-44.6% |
| Participant deferral / active EE | $5,548 | $7,071-21.5% | $9,131-39.2% | $4,296+29.2% |
| Admin fee / account holder | $266 | $10,483-97.5% | $13,901-98.1% | $6,918-96.2% |